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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage advice and financial planning, with a strong focus on client experience and relationship building. Proven ability to develop sales plans, convert leads, and generate opportunities through networking within the local market.
Highest-signal resume keywords
Banking ExperienceMortgage AdviceClient Relationship ManagementSales PlanningNetworking Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage SolutionsFinancial PlanningLead ConversionSales StrategyLocal Market Understanding
Soft Skills
Relationship BuildingClient Experience FocusFlexibilityOpportunity GenerationCommunity Connection
Certifications & Qualifications
Valid Work PermitFrench Proficiency Testing
Industry Keywords
Home OwnershipCIBCBanking CentreReal Estate NetworkingClient Base Development
About the role
Key responsibilities & impact- Help clients achieve home ownership goals through mortgage advice and product solutions
- Meet clients where and when convenient for them
- Build lasting client relationships and provide personalized mortgage advice
- Provide comprehensive financial planning support
- Work with Banking Centre teams to support clients
- Understand the local market and develop sales plans
- Convert leads into new CIBC clients
- Build relationships and generate opportunities through networking
- Develop community connections with internal businesses and external realtors
- Deliver bottom-line results
Requirements
What you’ll need- Banking and mortgage experience
- Ability to provide expert mortgage advice and product solutions
- Ability to focus on client experience and build personal relationships
- Flexibility to meet clients on their schedules and where convenient
- Ability to provide personalized mortgage advice and comprehensive financial planning support
- Understanding of local market and potential client base
- Ability to create sales plans and convert leads into new clients
- Strong relationship-building and networking skills
- Ability to build connections, generate opportunities, and deliver results
- Ability to grow a network with internal businesses and external realtors
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- May be required to complete attribute-based assessments and skills tests, including French proficiency testing
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Flexible remote work environment with occasional on-site work